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Client Satisfaction 5.0 / 5 rating based on 173 reviews
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  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team

  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

    Contact us

  • Your financial priorities

    Learn more about key financial and investment insights to help you achieve your goals.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

Request a consultation

Featured insights

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Events

Market and Economic Update

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty.

Take 10 - 529 Plans: Education and Legacy

Your legacy is a family affair. A series dedicated to legacy planning.

Take 10 minutes out of your day to join us for the first Take 10 Webinar, a short online presentation on 529 Plans.

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Honored to receive recognition

Helping our clients, their families and friends stay focused on their long-term financial goals is our top priority. Because of this, we're proud to share that Dean Donohue has been recognized on 3 industry publications’ top financial advisor lists: Forbes Best-in-State Wealth Advisors, 2018-2024; Barron’s Top 1,200 Financial Advisors, 2015-2017, 2019-2022; AdvisorHub's Fastest Growing Advisors to Watch, 2022.

Thank you to all of our loyal clients for believing in Dean and to everyone on our outstanding team. Your continued trust has made this recognition possible.